Beverly Hills Private Wealth, LLC Portfolio Holdings

Beverly Hills Private Wealth, LLC

  • $460 Billion
  • Q2 2024

Beverly Hills Private Wealth, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $460 Billion distributed in 1083 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.6B, Microsoft Corp with a value of $20.3B, Nvidia Corp with a value of $13.6B, Berkshire Hathaway Inc Class B with a value of $9.88B, and Jpmorgan Chase & CO with a value of $9.06B.

Examining the 13F form we can see an increase of $27.2B in the current position value, from $433B to 460B.

Beverly Hills Private Wealth, LLC is based out at Beverly Hills, CA

Below you can find more details about Beverly Hills Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $460 Billion
Technology: $103 Billion
Financial Services: $74.4 Billion
ETFs: $56.6 Billion
Healthcare: $41.6 Billion
Consumer Cyclical: $33.3 Billion
Industrials: $32.5 Billion
Consumer Defensive: $27.8 Billion
Communication Services: $26.2 Billion
Other: $50.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.3B
$249 Million 0.05% of portfolio
2,327
Q2 2024 Reduced 8.13%
$58.2B
$222 Million 0.05% of portfolio
771
Q2 2024 Reduced 0.13%
$0
$232 Million 0.05% of portfolio
1,412
Q1 2024 New
$0
$208 Million 0.05% of portfolio
3,852
Q2 2024 New
$226B
$247 Million 0.05% of portfolio
445
Q2 2024 Reduced 0.67%
$67.1B
$233 Million 0.05% of portfolio
864
Q2 2024 Added 1.29%
$0
$231 Million 0.05% of portfolio
4,588
Q2 2024 New
$3.7B
$222 Million 0.05% of portfolio
5,027
Q2 2024 Added 2.72%
$0
$215 Million 0.05% of portfolio
3,629
Q2 2024 Reduced 4.78%
$2.23B
$234 Million 0.05% of portfolio
2,767
Q2 2024 Reduced 6.27%
$10.5B
$252 Million 0.05% of portfolio
6,352
Q2 2024 Reduced 25.77%
$6.36B
$230 Million 0.05% of portfolio
22,162
Q2 2024 New
$87.3B
$248 Million 0.05% of portfolio
18,477
Q2 2024 Added 0.59%
$20.7B
$236 Million 0.05% of portfolio
2,627
Q2 2024 Reduced 2.56%
$62.7B
$238 Million 0.05% of portfolio
2,832
Q2 2024 Reduced 1.84%
$121B
$226 Million 0.05% of portfolio
2,934
Q2 2024 Reduced 1.08%
$7.61B
$209 Million 0.05% of portfolio
32,683
Q2 2024 Added 2.35%
$45B
$237 Million 0.05% of portfolio
5,560
Q2 2024 Reduced 7.72%
$13.7B
$220 Million 0.05% of portfolio
2,268
Q2 2024 New
Lazard Inc
-
$219 Million 0.05% of portfolio
-
Q2 2024 Reduced 5.82%
$0
$243 Million 0.05% of portfolio
446
Q2 2024 Added 2.06%
$0
$228 Million 0.05% of portfolio
4,303
Q2 2024 Reduced 43.39%
$190B
$252 Million 0.05% of portfolio
1,585
Q2 2024 Reduced 5.77%
$8.96B
$207 Million 0.05% of portfolio
9,899
Q2 2024 Reduced 7.55%
$37.9B
$250 Million 0.05% of portfolio
1,854
Q2 2024 Reduced 2.83%
$3.61B
$220 Million 0.05% of portfolio
3,542
Q2 2024 Added 0.23%
$0
$231 Million 0.05% of portfolio
6,000
Q2 2024 New
$91.3B
$213 Million 0.05% of portfolio
11,422
Q2 2024 New
$15.7B
$237 Million 0.05% of portfolio
2,225
Q2 2024 Reduced 4.05%
$6.15B
$207 Million 0.05% of portfolio
10,955
Q2 2024 Added 0.52%
Aegon LTD
-
$174 Million 0.04% of portfolio
-
Q2 2024 New
$28.8B
$190 Million 0.04% of portfolio
19,013
Q2 2024 Reduced 7.39%
$15.8B
$207 Million 0.04% of portfolio
35,807
Q2 2024 Added 3.99%
$20.3B
$202 Million 0.04% of portfolio
2,398
Q2 2024 Reduced 7.02%
$11.7B
$180 Million 0.04% of portfolio
10,092
Q2 2024 New
$3.42B
$182 Million 0.04% of portfolio
10,168
Q2 2024 Added 0.34%
$3.32B
$197 Million 0.04% of portfolio
11,639
Q2 2024 New
$88.8B
$183 Million 0.04% of portfolio
12,627
Q2 2024 Reduced 25.41%
$0
$201 Million 0.04% of portfolio
1,169
Q2 2024 New
Avadel Pharmaceuticals PLC
-
$146 Million 0.03% of portfolio
-
Q2 2024 New
$0
$120 Million 0.03% of portfolio
10,311
Q2 2024 Added 2.54%
$500M
$137 Million 0.03% of portfolio
15,946
Q2 2024 Added 1.03%
$1.47B
$99.5 Million 0.02% of portfolio
10,335
Q2 2024 Added 0.89%
$208M
$27.1 Million 0.01% of portfolio
10,613
Q2 2024 Added 2.03%
$145M
$16.8 Million 0.0% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 1,083
  • Current Value $460 Billion
  • Prior Value $433 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 198 stocks
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